As the US and Israel’s war with Iran enters its second month, central banks can no longer just throw their hands in the air and say, “it’s all just too uncertain and complicated”. Even if the US unilaterally declares victory and departs, as each day passes with the Strait of Hormuz closed, it becomes less likely that this will be a short, sharp shock, with energy prices reverting to normal within weeks. The time is ripe, therefore, for central banks to set out a broad plan of action.
随着美国和以色列与伊朗的战争进入第二个月，各国央行不能再摊手说“这一切太不确定、太复杂”。即便美国单方面宣布胜利然后撤离，随着霍尔木兹海峡持续关闭，这场冲击将会剧烈而短暂（能源价格在数周内回归正常水平）的可能性一天比一天低。因此，各国央行现在应该制定一份总体行动计划。
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